Loans in-app report: Weekly overdue report

Description

Purpose: See all overdues to determine if additional outreach to patron (or other actions) are needed. Would include items, notices, renewals.

Priority

Fix versions

None

Development Team

Vega

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Checklist

hide

TestRail: Results

Activity

Show:

Holly Mistlebauer March 7, 2022 at 7:10 PM

This feature will be in DRAFT status until has a chance to review it.

Theodor Tolstoy (One-Group.se) June 28, 2019 at 8:35 PM

I removed the rankin on this one so it shows up in our lists of things to rank next week

Cate Boerema June 12, 2019 at 9:08 AM

the csv overdue report in snapshot now should satisfy Chalmers' go-live requirement, but it is the thin thread for this feature, not the final version of this report. The final version will likely be a more robust "in-FOLIO report" with some filtering capabilities as larger institutions will have too many overdue loans for a simple csv export to work.

So, this feature represents the more robust version of this report. represents the thin thread.

, and can you guys please revise the Chalmers ranking on this? should give you what you need to go live. I would imagine you could wait for the more robust version of the report.

Anya June 4, 2019 at 5:52 PM

- there is a csv overdues report now in snap-shot does this satisfy this ticket?

(OLD ACCOUNT) Erin Nettifee March 27, 2019 at 2:40 PM

This would be helpful in-app for Duke but only if additional criteria could be added, e.g., by location, tag, etc. Just a list of overdues from a service point would be enormous for many of our desks and so not as useful without being narrowed down.

Won't Do

Details

Reporter

Potential Workaround

Use canned overdue report.

PO Rank

40

Front End Estimate

Medium < 5 days

Front End Estimator

Back End Estimate

XL < 15 days

Back End Estimator

Rank: FLO (MVP Sum 2020)

R4

Rank: 5Colleges (Full Jul 2021)

R5

Rank: Cornell (Full Sum 2021)

R5

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R4

Rank: hbz (TBD)

R4

Rank: Hungary (MVP End 2020)

R1

Rank: Grand Valley (Full Sum 2021)

R4

Rank: TAMU (MVP Jan 2021)

R4

Rank: Chicago (MVP Sum 2020)

R5

Rank: U of AL (MVP Oct 2020)

R4

Rank: Lehigh (MVP Summer 2020)

R4

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs
Created June 13, 2018 at 7:55 PM
Updated October 5, 2022 at 5:31 PM
Resolved October 5, 2022 at 5:31 PM
TestRail: Cases
TestRail: Runs